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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,015 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $49,603 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $16,825 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $16,106 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,271 | $95,388-8.5% | $125,381-30.4% | $77,906+12.0% |
| Participation rate | 93.8% | 78.6%+15.2pp | 82.4%+11.4pp | 73.7%+20.1pp |
| Annual return | -11.07% | 116.19%-127.3pp | 572.31%-583.4pp | 12.16%-23.2pp |
| Employer contribution / active EE | $2,236 | $3,666-39.0% | $4,815-53.6% | $2,846-21.4% |
| Participant deferral / active EE | $8,260 | $7,711+7.1% | $7,448+10.9% | $4,805+71.9% |
| Admin fee / account holder | $42 | $119-64.6% | $10,007-99.6% | $133-68.2% |